ARTICLE · 07 JULY 2023

Demonstrating Allyship To Your LGBTQI+ Clients

Babin Bessner Spry LLP

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Pride month has come and gone but we have come up with key takeaways that you can implement to make your practice inclusive all year round. We have previously written about the importance of meeting...

CanadaEmployment and HR

Brittany Shales

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This is the first column in a two-part series on what advisors can to do to make their practice more inclusive. This column discusses the importance of advisors showing they are an ally to LGBTQI+ clients and provides key questions to ask to better serve and know clients. The second column, will be about key questions to ask LGBTQI+ clients to better understand the unique financial circumstances and planning required to set them up for success.

Pride month has come and gone but we have come up with key takeaways that you can implement to make your practice inclusive all year round. We have previously written about the importance of meeting the diverse needs of clients, including serving women and seniors, in a compliant and effective manner. This blog will guide advisors on how to better serve LGBTQI+¹ clients and assist with some of the unique considerations to be canvassed.

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